Unclaimed
Susan Maes Chapin is a financial advisor with The Ameriflex Group. Susan has been in the financial services industry since 1993. Her previous experience includes working with Ameriprise Financial Services, Inc., LPL Financial LLC, and TFS Securities, Inc. Susan is registered with the state of New Jersey and the Financial Industry Regulatory Authority (FINRA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/08/2024 - Present
THE Ameriflex Group (Brielle NJ)
NJ
02/22/2019 - 06/26/2019
LPL FINANCIAL LLC (WALL TOWNSHIP NJ)
NJ
12/22/2011 - 02/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Wall Township NJ)
NJ
02/14/1995 - 12/22/2011
TFS SECURITIES, INC. (BRIELLE NJ)
NY
12/21/1993 - 01/24/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
09/09/1993 - 12/07/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 08/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Susan Maes is the right advisor for you? Invested Better is here to help.